Genesis Private Wealth, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $584.5K | 0.2% |
| ELI LILLY & Co | $590.0K | 0.2% |
| Philip Morris International Inc. | $594.8K | 0.2% |
| VANGUARD SCOTTSDALE FDS | $597.8K | 0.2% |
| GENERAL ELECTRIC CO | $615.2K | 0.2% |
| J P MORGAN EXCHANGE TRADED F | $618.1K | 0.2% |
| EXXON MOBIL CORP | $633.7K | 0.2% |
| VANGUARD INDEX FDS | $737.8K | 0.2% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $742.5K | 0.2% |
| iShares MSCI UAE ETF | $769.1K | 0.2% |
| SELECT SECTOR SPDR TR | $797.3K | 0.2% |
| SPDR S&P 500 ETF TR | $808.8K | 0.3% |
| JPMORGAN CHASE & CO | $835.0K | 0.3% |
| Alphabet Inc. | $845.2K | 0.3% |
| J P MORGAN EXCHANGE TRADED F | $870.5K | 0.3% |
| MORGAN STANLEY ETF TRUST | $925.9K | 0.3% |
| ISHARES TR | $968.5K | 0.3% |
| VANGUARD BD INDEX FDS | $969.9K | 0.3% |
| VANGUARD SCOTTSDALE FDS | $973.4K | 0.3% |
| iShares MSCI UAE ETF | $1.03M | 0.3% |
| Mastercard Inc | $1.05M | 0.3% |
| AB ACTIVE ETFS INC | $1.06M | 0.3% |
| VANGUARD INTL EQUITY INDEX F | $1.07M | 0.3% |
| TRUST FOR PROFESSIONAL MANAG | $1.10M | 0.3% |
| FIDELITY COVINGTON TRUST | $1.20M | 0.4% |
| iShares MSCI UAE ETF | $1.23M | 0.4% |
| Meta Platforms Inc | $1.26M | 0.4% |
| VANGUARD MUN BD FDS | $1.28M | 0.4% |
| INVESCO ACTVELY MNGD ETC FD | $1.35M | 0.4% |
| HARBOR ETF TRUST | $1.40M | 0.4% |
| Broadcom Inc. | $1.42M | 0.4% |
| FIRST TR EXCH TRADED FD III | $1.42M | 0.4% |
| ISHARES TR | $1.51M | 0.5% |
| ISHARES TR | $1.68M | 0.5% |
| Apple Inc. | $1.71M | 0.5% |
| ISHARES TR | $1.72M | 0.5% |
| VANGUARD TAX-MANAGED FDS | $1.77M | 0.5% |
| ISHARES TR | $1.89M | 0.6% |
| Amazon.com Inc | $1.95M | 0.6% |
| Alphabet Inc. | $1.97M | 0.6% |
| VANGUARD CHARLOTTE FDS | $2.50M | 0.8% |
| VANGUARD WORLD FD | $2.56M | 0.8% |
| PGIM ETF TR | $2.56M | 0.8% |
| SPDR SERIES TRUST | $2.60M | 0.8% |
| COLUMBIA ETF TR I | $2.61M | 0.8% |
| ISHARES TR | $2.62M | 0.8% |
| INVESCO EXCHANGE TRADED FD T | $2.90M | 0.9% |
| VANGUARD WELLINGTON FD | $3.13M | 1.0% |
| CAPITAL GROUP DIVIDEND VALUE | $3.16M | 1.0% |
| FIRST TR EXCHANGE-TRADED FD | $3.24M | 1.0% |